Inside the Vault- Page 65 of 91

Inside the Vault

July 11, 2017

There’s a fund for that…

There’s an app fund for that… At Blue Vault, we’ve identified 15 or more different strategies or asset classes that interval funds and nontraded CEFs invest in, including but not limited to: Real estate private equity Real estate lending Corporate credit Venture capital Private equity fund of funds Hedge funds Personal online lending Insurance-linked securities…

July 11, 2017

Which five nontraded REITs raised a combined capital of $980.5 Million in Q1 2017?

Which five nontraded REITs raised a combined capital of $980.5 Million in Q1 2017? Blackstone Real Estate Income Trust, Inc. $482.8 Million Carey Watermark Investors 2 Inc. $210.0 Million Strategic Storage Growth Trust, Inc. $134.1 Million Carter Validus Mission Critical REIT II, Inc. $76.9 Million Griffin-American Healthcare REIT IV, Inc. $76.7 Million

June 30, 2017

Which REIT was formed in June 2005 and approved a plan of liquidation on January 27, 2017, to sell all of the company’s assets, pay the company’s debts and distribute the net proceeds to shareholders?

Which REIT was formed in June 2005 and approved a plan of liquidation on January 27, 2017, to sell all of the company’s assets, pay the company’s debts and distribute the net proceeds to shareholders? Answer: KBS Real Estate Investment Trust, Inc. Learn more about KBS Capital Markets Group on our Sponsor Focus page. Click…

June 30, 2017

What BDC is the largest by assets under management that is still open to new investors in the independent broker dealer community?

What BDC is the largest by assets under management that is still open to new investors in the independent broker dealer community? Answer: CION Investment Corporation has over $1.5 billion in assets under management, and is the largest open BDC in the industry. Learn more about CION Investment Group on our Sponsor Focus page. Click Here

June 29, 2017

Which nontraded REIT Sponsors have raised the most capital since 1990?

Which nontraded REIT Sponsors have raised the most capital since 1990? AR Global (American Realty Capital) Inland Real Estate Investment Corporation Cole Capital Wells Real Estate Funds CNL Financial Group Learn more about the sponsors above by clicking our Sponsor Focus page. Click Here

June 28, 2017

5 BDC Sponsors either manage or have registered an interval fund or nontrade closed-end fund. Find out which sponsors:

5 BDC Sponsors either manage or have registered an interval fund or nontraded closed-end fund. Find out which sponsors: • CION Investments • FS Investments • Griffin Capital • NexPoint / Highland Capital Management • Sierra / Medley Management

June 26, 2017

At a special meeting of shareholders on May 24, 2017, a merger of two nontraded REITs was approved. Which two REITs will merge under the agreement?

At a special meeting of shareholders on May 24, 2017, a merger of two nontraded REITs was approved. Which two REITs will merge under the agreement? Answer: Moody National REIT I and Moody National REIT II. Learn more about Moody National Companies on our Sponsor Focus page. Click Here Moody National REIT I Sets Merger…

June 22, 2017

What are the proposed merger terms if the merger between MVP REIT and MVP REIT II is approved by shareholders?

What are the proposed merger terms if the merger between MVP REIT and MVP REIT II is approved by shareholders? Answer: Each share of MVP REIT common stock will be exchanged for 0.365 shares of MVP REIT II common stock, per the agreement entered on May 26, 2017. Learn more about MVP REIT on our…

June 20, 2017

3 BDCs are currently on our listing or liquidation watch list. Who are the potential BDCs?

3 BDCs are currently on our listing or liquidation watch list. Who are the potential BDCs? Answer: 1. Corporate Capital Trust – the Board voted on April 3, 2017 for a potential listing and more information should come out in the next 12 months. 2. Business Development Corporation of America – now managed by Benefit…